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Disclosery

Waterloo Capital, L.P.: LLY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Waterloo Capital, L.P. on LLY, newest first. How the timeline and the estimate are built.

Waterloo Capital, L.P. held 4,584 LLY shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,584 shares
    Change vs previous 13F +921 shares

    0.31% of the 13F portfolio, value $5,497,704.

    13F-HR 0001104659-26-087951 filed by Waterloo Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 3,663 shares
    Change vs previous 13F -497 shares

    0.24% of the 13F portfolio, value $3,368,994.

    13F-HR 0001104659-26-059213 filed by Waterloo Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 4,160 shares
    Change vs previous 13F +630 shares

    0.32% of the 13F portfolio, value $4,470,923.

    13F-HR 0001104659-26-012470 filed by Waterloo Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 3,530 shares
    Change vs previous 13F +248 shares

    0.2% of the 13F portfolio, value $2,693,756.

    13F-HR 0001104659-25-106781 filed by Waterloo Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 3,282 shares
    Change vs previous 13F +88 shares

    0.21% of the 13F portfolio, value $2,558,101.

    13F-HR 0001104659-25-076764 filed by Waterloo Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 3,194 shares
    Change vs previous 13F +851 shares

    0.25% of the 13F portfolio, value $2,638,168.

    13F-HR 0001104659-25-047228 filed by Waterloo Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 2,343 shares
    Change vs previous 13F -221 shares

    0.19% of the 13F portfolio, value $1,808,985.

    13F-HR 0001104659-25-012588 filed by Waterloo Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 2,564 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $2,271,171.

    13F-HR 0001104659-24-118460 filed by Waterloo Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).